Navica
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Services About Notes
§ 01 What we do

Three offerings.
Simple → complex.

All fixed-fee
50% down · 50% on completion
Tier · entry
01

Template Optimization

You know Karbon can do more. You don't have time to fiddle with it when clients are calling and new business is knocking on the door.

  • Audit what exists — what fires, what stalls, what duplicates
  • Rebuild with consistent naming, defaults, recurrence rules
  • Document so your team can extend without breaking them
By work type
audit $ 2,000
tax $ 1,000
everything else $ 500
Pick a work type →
Tier · build
02

Engagements Platform Setup

Stand up the full Karbon stack — so the system knows what a client is, what they're paying for, and when each piece of work hits the queue.

  • Work items, work item templates, work types
  • Service types, service templates, engagements
  • Three service templates included; add-ons priced individually
Project
Fixed-fee
scoped on a 30-min call
Scope a project →
Tier · custom
03

Custom Integrations

Individually scoped builds. Karbon API plus whatever else fits — Zapier, telephony, AR tools, locked-down forms.

  • Template defaults: auto-applied dates, naming, recurring schedule
  • Form → contact / work item with permission lockdown
  • Beefed-up AR: search invoice numbers, apply single payments to multiple invoices, etc.
  • SMS, Zapier, Call transcripts, Net Promoter, and more
Bespoke
Quoted by scope
fixed-fee
Bring me a problem →
§ 02 Who's behind this
Max, founder of Navica Consulting
Hi, I'm Max.
Certified Karbon expert System driven Human focused

I built Navica because I saw humans working for their computers instead of the other way around.

My path into accounting wasn't the typical one. I started in B2C sales, moved into Fortune 500 operations as a Six Sigma Black Belt working in Lean and project management, then joined my father-in-law's accounting firm after my first child was born — and ran it for five years.

We adopted Karbon early. I self-implemented it, went deep on templates and automations, and taught myself Python to build the integrations we needed. Along the way I got to know the Karbon and Intuit teams well, and discovered work I genuinely love.

Today I help accounting firms get more out of Karbon — fixing templates, implementing engagements, and building custom integrations. My broader mission: help small and mid-sized firms stay independent in an industry being reshaped by private equity and automation, with tools that scale without sacrificing the human relationships their clients value most.

§ 03 How to start

Let's talk.

Some folks want a project. Others just want the occasional note. Both are great.

NEWSLETTER

Keep in touch.

Walk-throughs, template breakdowns, and the occasional rant about the accounting industry. I only write when I've got something worth reading.

no spam, no funnels, just humans helping humans.
WORK TOGETHER

Tell me about your firm.

I'll read it that day and write back with whether this is a fit and what scoping looks like.